Articles in this section
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Q: Can I sync interest invoices from Fortnox?
A: No, Upsales does not support interest invoices.
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Accelerate package
Upsales is transitioning from offering many small add-ons to providing comprehensive product pack...
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Q: My Office/Google mail sync isn't working, what do I do?
A: Sometimes the sync disconnects itself, this could be caused by inactivity or setting changes m...
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Q: My Office/Google calendar sync is not working, what do I do?
A: Sometimes the sync disconnects itself, this could be caused by inactivity or setting changes m...
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Q: What does the error "Kund är inaktiv i Fortnox" mean in Upsales?
A: This means that either the customer is inactive in Fortnox - if that is not the case the most ...
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Q: Do product-bundles sync to Oneflow?
A: Yes, but only the heading (not the individual products)
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FAQ: Does Fortnox synchronise inactive customers to Upsales?
A: Yes the application synchronises both inactive customers and products at the initial sync.
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Q: What does Kleer (PE) match user on?
A: Email, the upsales user email must match the one in Kleer.
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Q: What ERP integrations synchronise periodization?
A: Fortnox Premium, Visma.NET and Kleer (PE Accounting Premium) support this functionality.
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Fältmappning Visma.NET
Denna information utgår från att ni använder fälten skapade av Visma.NET integrationen vid initia...
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Q: Do you get "credit-rating" when adding or updating a company from Company Data Hub?
A: No this data is only provided when using Bisnode.
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Q: Can you have two users connected to the same Outlook mail/Gmail ?
A: Yes this is possible. This does not work for the calendar applications.
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Q: What browser should you use with Upsales?
A: We develop our platform towards Google Chrome. We can not guarantee full functionality in any ...
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Q: Oneflow issues, an error occured while loading?
A: If the error message below appears, it might have to do with third-party cookies being blocked...
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Q: If i change Customer type in Fortnox from private person to company, do old invoices/orders sync?
No, only orders/invoices in the future will be synced to upsales.
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Q: Can I change terms of payment, terms of delivery and way of delivery in Upsales?
A: No, regarding these fields Fortnox is the master. So any changes in these fields will have to ...
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A: How to publish apps in the Upsales app directory
Upload an app, choose its visibility, and invite users. To publish your app publicly, you need a...
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Q: Do inactivity statuses synchronise between Upsales and Fortnox?
A: Yes, statuses synchronise both at the initial sync and continuously.
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Q: Can you do partial invoicing with Upsales when using Fortnox?
A: Partial invoicing is done in Fortnox. In Upsales you can view the remaining balance of the inv...
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Q: When an order is won, can I send an email to my finance department?
A: Yes, this is possible with the Triggers Product.
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Q: Does Fortnox synchronise credit invoices to Upsales?
A: If you use the Invoice/Faktura software for sales, credit invoices will synchronize to Upsales...
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Q: Why don't GetAccept e-signs appear in Upsales?
A: GetAccept stores all their e-signs in their plugin, meaning they aren't visible in Upsales and...
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Q: Does new information received from a form replace existing information in Upsales?
A: No. If a customer completes the same form again with new information, this doesn't overwrite t...
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Q: How far back does Company Data Hub look when suggesting leads?
A: Company Data Hub goes back as far as the available historical data.
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Q: Can two users share the same Google/Outlook calendar account?
A: No, this is not possible.
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Q: When a form is submitted, can I trigger an email to be sent to my marketing admin?
A: Yes: Open the form you created Click Settings → Form actions → Add more actions: Click Send e...
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Q: Does Fortnox work in the sandbox environment?
A: No Products work in the sandbox environment. Create a test account and use a Product there.
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Q: How do I prevent invoices syncing from Fortnox to Upsales?
A: Use the Order or Order&Offer module in the Fortnox settings. Only the Invoice module will sync...
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Q: Why isn't my order syncing to Fortnox?
A: This usually happens because of queues to Fortnox or an order error. To check, go to the "Stat...
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Q: Can I sync my private customers from Fortnox to Upsales?
A: No, the Fortnox sync only work for companies.
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